Plan Ledger DOL Form 5500 · updated monthly

Marquette Associates, Inc.401(k)

MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS & RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Marquette Associates, Inc. reported $48,504 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $10,493 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.00% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,085th-largest of 3,702 plans among Illinois employers on file, and the 1,943rd of 4,798 in finance & insurance. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,473,435
Participants with balances198
Active participants141
Employer contributions$1,479,499
Employee contributions$1,788,022
Employer contribution per active participant$10,493
Average account balance$204,411
Benefits paid to participants$787,437
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.5M · 198 accts · $1.5M emplr
2023$33.5M · 186 accts · $1.3M emplr
2022$27.7M · 182 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,504
Total administrative$48,504
The Marquette Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$10,493
Median for plans this size$2,416
2024$10,493 per active participant
2023$9,991 per active participant
2022$6,752 per active participant

Marquette Associates, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
T ROWE PRICE · Loan processing$48,504

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$48,504 · 0.13%
2023$76,731 · 0.25%
2022$1,420 · 0.00%
Same employer
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First Co Bancorp, Inc. IL$40.2M · 0.18%
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Source: U.S. Department of Labor, Form 5500 series, EIN 363485298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.